“Planning could be the difference between success and failure. How confident are you about your current wealth management plan?”
For more than 25 years, Jim Marren has helped successful families bring clarity and confidence to the most complex parts of their financial lives. As a Certified Financial Planner® professional, Certified Wealth Strategist®, Certified Exit Planning Advisor®, and Raymond James Private Wealth Advisor, Jim specializes in big‑picture family wealth planning that extends far beyond investment management. He personally oversees more than $230 million in client assets.
Many of the families Jim serves are business owners—often in construction and service trades—whose wealth is tied up in the companies they built. These clients need more than a generalist advisor. Jim and his team guide them through multigenerational wealth planning, business transition strategy, and major life‑evolving financial decisions using a process that begins with listening deeply. From offices in Reno and Las Vegas, he also assists California business owners relocating to Nevada prior to the sale of their business.
Before establishing Nevada Family Wealth, Jim spent 12 years with Edward Jones. Earlier in his career, he taught high school English and coached football at Silverado High School in Las Vegas, an experience that strengthened his belief in the importance of listening as much as teaching. He is a graduate of the University of Nevada, Reno, earning his Bachelor of Arts in education in 1998.
Jim’s commitment to planning is rooted in personal experience. His family once benefited enormously from the advice of a trusted insurance agent whose guidance protected them from financial devastation after a serious accident—an event that shaped Jim’s lifelong commitment to building trust through service and proactive planning.
An Eagle Scout, Jim is dedicated to serving his community. He is a past president and current member of the Estate Planning Council of Northern Nevada and an emeritus member and former president of the Planned Giving Advisory Council for the University of Nevada, Reno. He also serves on both the Private Wealth Advisory Council and the Longevity Advisory Board for Raymond James, advising on firmwide initiatives.
Family is central to Jim’s life. He and his wife, Erin, enjoy traveling and creating meaningful experiences with their two children, Avery and Carter.
Grounded in the values of family, loyalty, teamwork, and service, Jim is committed to helping clients organize and optimize their entire financial landscape—from estate and tax planning to retirement income and charitable giving—with clarity, purpose, and long‑term partnership.
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Disclaimer: Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.